Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Gottfried who wrote (5889)	6/17/1998 12:09:00 PM
From: Mason Barge	Read Replies (1) of 10921

The btb was at .74 for TAP. To me this is actually a little encouraging, since the time frame for delivery is so much shorter than front-end. The market here is acting like an idiot. KLIC pre-warned at the same time as the btb came out. The market is acting totally surprised at how hard their earnings are getting hit. Any idea for shorts here? I'd say that anyone who wants to trade might consider shorting back-end issues (that haven't had a recent earnings warning) against a long position in front-end.

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